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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

1,068 hedge funds and large institutions have $21.8B invested in Schwab US Large- Cap ETF in 2023 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 373 increasing their positions, 448 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,068
Holders Change
+32
Holders Change %
+3.09%
% of All Funds
16.84%
Holding in Top 10
165
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
2.6%
New
80
Increased
373
Reduced
448
Closed
40
Calls
$7.14M
Puts
$1.2M
Net Calls
+$5.94M
Net Calls Change
+$2.82M

Top Buyers

1
D
Diversified
Delaware
+$65.5M
2
FEG
Fund Evaluation Group
Ohio
+$53.6M
3
MWM
Modera Wealth Management
New Jersey
+$35.8M
4
CSIA
Charles Schwab Investment Advisory
California
+$33.7M
5
TC
TownSquare Capital
Utah
+$23.4M

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$508M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$505M
3
SEI Investments
SEI Investments
Pennsylvania
-$160M
4
Osaic Holdings
Osaic Holdings
Arizona
-$65.3M
5
SFMG
Sage Financial Management Group
Virginia
-$21.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
526
Pinnacle Associates
New York
$1.33M +$30.1K +1,722 +2%
TSS
527
Two Sigma Securities
New York
$1.33M +$898K +51,426 +208%
HI
528
Human Investing
Oregon
$1.32M -$11.1K -636 -0.8%
GVAG
529
Great Valley Advisor Group
Delaware
$1.32M -$14.4K -825 -1%
FM
530
Family Management
New York
$1.32M -$80.8K -4,629 -6%
CFGSD
531
Compass Financial Group (South Dakota)
South Dakota
$1.29M +$149K +8,550 +13%
UIA
532
Ulland Investment Advisors
Minnesota
$1.27M -$17.8K -1,020 -1%
AWM
533
Aspire Wealth Management
Massachusetts
$1.26M -$3.88K -222 -0.3%
SCM
534
Spreng Capital Management
Ohio
$1.25M – – –
EAM
535
Evanson Asset Management
California
$1.24M -$79.6K -4,557 -6%
APG
536
Abacus Planning Group
South Carolina
$1.23M -$217K -12,456 -15%
SBH
537
Segall Bryant & Hamill
Illinois
$1.22M +$187K +10,695 +18%
GA
538
Geller Advisors
New York
$1.22M +$854K +48,915 +232%
ICM
539
Intrepid Capital Management
Florida
$1.2M +$30.6K +1,755 +3%
WIM
540
Warwick Investment Management
Texas
$1.18M -$1.57K -90 -0.1%
LFG
541
Larson Financial Group
Missouri
$1.18M +$60.5K +3,465 +5%
JFG
542
Jefferies Financial Group
New York
$1.17M +$113K +6,474 +11%
AC
543
Avant Capital
Louisiana
$1.17M +$9.74K +558 +0.8%
IFS
544
Ifrah Financial Services
Arkansas
$1.16M -$29.1K -1,665 -2%
WSTAM
545
Wilbanks Smith & Thomas Asset Management
Virginia
$1.16M +$51.5K +2,949 +5%
SW
546
SVB Wealth
Massachusetts
$1.15M -$3.62M -207,357 -76%
CAL
547
Capital Advisors Ltd
Ohio
$1.15M – – –
Brown Advisory
548
Brown Advisory
Maryland
$1.15M – – –
CTWM
549
Cherry Tree Wealth Management
Minnesota
$1.14M +$1.14M +65,097 New
HIF
550
Hill Island Financial
Michigan
$1.13M -$231K -13,257 -17%
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